Inhee Acella Kim
Investment adviser representative at Esi Financial Advisors
14 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Equity Services, Inc.Jul 2024 to now
- Realty One GroupApr 2023 to now
- National Life GroupMar 2023 to now
- Prestige Accounting & Tax Advisors IncMar 2022 to now
- Keller Williams Realty DanvilleMar 2019 to Apr 2023
- HomemakerJan 2012 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7950249
- Firm CRD
- 265